Recession

Record Apartment Building-Boom Meets Reality: First CRE Decline Since The Great Recession

The Commercial Property Price Index (CPPI) by Green Street, which tracks the “prices at which commercial real estate transactions are currently being negotiated and contracted,” plateaued briefly in December through February and then started to decline. By June, it was below where it had been in June 2016 – the first year-over-year decline since the Great Recession.

What To Do With Your Cash?

Is it folly to hold cash right now? Or brilliant? ..."The problem with bubbles is that they force one to decide whether to look like an idiot before the peak, or an idiot after the peak. "

This Recovery Isn't All That Resilient, Here's Why

Most economists today applaud the resilience of the current recovery, which has stretched into its eighth year, the third-longest in postwar history. Resilience and rising household defaults, though, don’t tend to go hand in hand.

Money Supply Growth Drops To Lowest Since Lehman

Growth in the supply of US dollars fell again in May, this time to a 105-month low of 5.4 percent. The last time the money supply grew at a smaller rate was during September 2008 — at a rate of 5.2 percent.

The New "Supply-Side Economics" Fueling Asset Bubbles

No, we are not talking about President Reagan’s supply-side economics... We now have a new kind of supply-side economics, just the opposite of Reagan’s, which effectively restricts, removes and shifts the supply curve to the left, increasing prices and fueling asset bubbles in risk-free bonds, stocks, and housing.

BIll Gross: Beware The "Unknown Consequences Lurking In The Shadows"

"the adherence of Yellen, Bernanke, Draghi, and Kuroda, among others, to standard historical models such as the Taylor Rule and the Phillips curve has distorted capitalism as we once knew it, with unknown consequences lurking in the shadows of future years."

Don't Be Fooled - The Federal Reserve Will Continue Rate Hikes Despite Crisis

"Perhaps investors should consider that they are being duped by central bank ploys, and that they are useful idiots in a game designed to keep the public under control with fraudulent markets until the Fed is ready to pull the plug. When the crash takes place, the Fed will find a way to remove itself from any blame."

What Bond Traders Are Most Worried About Right Now

The latest BofA credit investor survey finds that while geopolitical risk remains credit investors' top concern not surprisingly oil prices moved into second place, while - with the rally in financial markets - asset bubbles jumped into third position.